Casual Games & India’s AI Fund | Anurag Choudhary (Felicity) | Aakrit Vaish (Activate) | Episode 37

Episode 37 connects an AI-native game publisher scaling from India–SG with a new AI fund building a homegrown “institution” — alongside big moves in compute, capital, and culture.🗞️ News Highlights 1/ Nexus closes Fund VIII at $700M (US+India) — US AI/software + India consumer/fintech/infra; single US–India team since 2006; ~242 cos (Nov ’25); winners: Postman, Zepto, Delhivery, Rapido, Apollo; historic exits (Cloud.com→Citrix, Gluster→Red Hat, Dimdim→Salesforce, Netmagic→NTT; OLX stake→Naspers); expects 4–5 IPOs in 2–3 yrs. 2/ “Tata ↔ OpenAI” data-center talks — negotiating 500 MW lease at TCS HyperVault; potential “Stargate India” with OpenAI as anchor; co-develop agentic AI for BFSI/retail/manufacturing; Reliance talks reportedly fell through; HyperVault eyeing >1 GW.3/ Things We Saw on the Internet- Peak XV holdings — >₹30,000 Cr across listed/soon-to-list- OpenAI readying ads.- Netflix–WBD — Netflix reportedly the winning bidder at $30/share with a $5B break fee; still subject to DoJ review.- Apple’s management team leavingGuest Segments1/ Anurag Choudhary — Founder & CEO, Felicity: AI-native mobile publisher scaling across APAC; $3M raised (Mar ’25) and Felicity Labs Singapore opened in August; portfolio design for “content-like” hit odds, IP acquisition thesis, and how an India-born publisher competes globally.2/ Aakrit Vaish — AI Investor, Activate: “India’s own native AI institution” — who’s backing it, where it sits in the stack (models/infra/tools/apps), cheque sizes & stages, and the India-shaped gaps it aims to fill.🎧 Watch, subscribe, and join our WhatsApp community: https://chat.whatsapp.com/BK69EsNWP8BJIaoy3k7EfX?mode=ac_t Follow us:X → https://x.com/OfflineOnAirInstagram → https://www.instagram.com/theofflinenetworkLinkedIn → https://www.linkedin.com/company/offlineonairWebsite → https://www.theoffline.network#TheOfflineNetwork #IndiaTech #Startups #AI #Gaming #AIFilms #Felicity #Activate #VentureCapital #Compute #DataCenters #PeakXV #Nexus #OpenAI #Netflix #WBD #IndiGo #SpotifyWrapped